Wealthbox CRM
Pricing available on request
What is Wealthbox CRM?
Wealthbox CRM for financial advisors is an outrageously simple, social, and collaborative wealth management platform to build an advisory practice.
Advantages
- Contact management
- Task management
- Email integration
- Pipeline management
- Reporting tools
- Client portal
- Team collaboration
- Mobile access
Company
- location
- Providence, Rhode Island
- founded year
- 2014
- employee size
- 51-200
- parent company
- Wealthbox
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AI tool · free for everyone
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Our AI reads your billing emails and surfaces every paid vendor, the monthly amount, the renewal date, and the license waste. No dashboards to set up. No signup needed for a preview. Read-only access.
Run my free AI auditNo card · 60 seconds
AI reads your invoices
Same way you'd scan them yourself — but in seconds, across 2,000 emails.
Read-only access
Token-scoped to Gmail / Mail.Read. Revoke any time.
Inbox never stored
We persist only the extracted vendor summary.